SEC 13F Intelligence

Private Wealth Advisors, LLC / PDBA

Private Wealth Advisors, LLC’s Invesco Actvely Mngd Etc Fd Position

Does Private Wealth Advisors, LLC own Invesco Actvely Mngd Etc Fd (PDBA)? Yes185.8K shares worth $7M (+1.91% of its 13F portfolio) as of Q1 2026, up from 121.4K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
185.8K
% of Portfolio
+1.91%
Quarters Held
9
currently held

Position History PDBA

Reported value by quarter
Q4 ’23: $9MQ4 ’23Q1 ’24: $10MQ2 ’24: $5MQ2 ’24Q3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $4MQ2 ’25Q4 ’25: $4MQ1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026185.8K$7M+1.91%
Q4 2025121.4K$4M+1.32%
Q2 2025120.0K$4M+1.54%
Q1 2025119.3K$4M+1.52%
Q4 2024118.2K$4M+1.64%
Q3 2024119.4K$4M+1.69%
Q2 2024159.4K$5M+2.10%
Q1 2024287.6K$10M+4.18%
Q4 2023305.6K$9M+3.56%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Private Wealth Advisors, LLC’s full portfolio or all institutional holders of PDBA.